Company · Ownership research

Climb Global Solutions, Inc. CLMB

CIK 0000945983 · CUSIP 946760105

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

This page lists the top 20 of 53 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	WASATCH ADVISORS LP CIK 814133 · View history	$21.48M 668,731 shares	0.16%	-22.63K(-3.30%)Reduced	SEC filing ↗ Oct 13, 2026	▾
02	Thrivent Financial for Lutherans CIK 314984 · View history	$21.22M 660,489 shares	0.03%	+55.46K(+9.20%)Added	SEC filing ↗ Nov 5, 2026	▾
03	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$17.24M 536,510 shares	0.00%	+4.95K(+0.90%)Added	SEC filing ↗ Nov 6, 2026	▾
04	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$14.27M 444,179 shares	0.00%	-5.38K(-1.20%)Reduced	SEC filing ↗ Nov 4, 2026	▾
05	Ballast Asset Management, LP CIK 1998389 · View history	$9.81M 305,516 shares	4.26%	-10.25K(-3.20%)Reduced	SEC filing ↗ Nov 4, 2026	▾
06	CHOREO, LLC CIK 1679031 · View history	$8.88M 276,533 shares	0.09%	+3.81K(+1.40%)Added	SEC filing ↗ Oct 28, 2026	▾
07	ISTHMUS PARTNERS, LLC CIK 1639666 · View history	$4.84M 150,545 shares	0.46%	+13.17K(+9.60%)Added	SEC filing ↗ Oct 21, 2026	▾
08	Bank of New York Mellon Corp CIK 1390777 · View history	$4.14M 128,854 shares	0.00%	+2.35K(+1.90%)Added	SEC filing ↗ Nov 5, 2026	▾
09	Aberdeen Group plc CIK 1716774 · View history	$3.98M 123,885 shares	0.01%	+123.89KNew	SEC filing ↗ Nov 6, 2026	▾
10	PINNACLE ASSOCIATES LTD CIK 743127 · View history	$3.42M 106,430 shares	0.04%	+598(+0.60%)Added	SEC filing ↗ Oct 20, 2026	▾
11	Russell Investments Group, Ltd. CIK 1692234 · View history	$3.38M 105,158 shares	0.00%	+62.73K(+147.80%)Added	SEC filing ↗ Nov 6, 2026	▾
12	CHATHAM CAPITAL GROUP, INC. CIK 1108969 · View history	$3.07M 95,575 shares	0.40%	+2.72K(+2.90%)Added	SEC filing ↗ Oct 16, 2026	▾
13	Verdence Capital Advisors LLC CIK 1719305 · View history	$2.45M 76,303 shares	0.10%	-263(-0.30%)Reduced	SEC filing ↗ Oct 26, 2026	▾
14	Conestoga Capital Advisors, LLC CIK 1163744 · View history	$2.32M 72,070 shares	0.07%	0(0.00%)Unchanged	SEC filing ↗ Nov 2, 2026	▾
15	LPL Financial LLC CIK 1403438 · View history	$2.02M 62,929 shares	0.00%	+6.13K(+10.80%)Added	SEC filing ↗ Nov 6, 2026	▾
16	ALBERT D MASON INC CIK 1169318 · View history	$2.02M 62,848 shares	1.22%	+533(+0.90%)Added	SEC filing ↗ Oct 27, 2026	▾
17	Peterson Wealth Services CIK 1906799 · View history	$1.37M 42,723 shares	0.29%	+1.15K(+2.80%)Added	SEC filing ↗ Oct 26, 2026	▾
18	Pinnacle Wealth Management Advisory Group, LLC CIK 1631864 · View history	$618.95K 19,267 shares	0.04%	-776(-3.90%)Reduced	SEC filing ↗ Oct 23, 2026	▾
19	Lakewood Asset Management LLC CIK 1966581 · View history	$605.40K 18,845 shares	0.31%	+990(+5.50%)Added	SEC filing ↗ Oct 26, 2026	▾
20	BARCLAYS PLC CIK 312069 · View history	$535.27K 16,662 shares	0.00%	+2.99K(+21.90%)Added	SEC filing ↗ Nov 6, 2026	▾

Showing 20 / 53 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

4,119,009

Not deduplicated across managers

Disclosed value

$132.33M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Climb Global Solutions, Inc. · Q3 2026

Explore all 53 reporting institutions.

This page includes 20 of 53 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.